5 Days to Financial Clarity

Kurtis Hanni

15+ year CFO working with SMBs

Stop guessing. Know exactly where profit and cash are hiding in your business.

Most business owners don’t need to become financial experts. They need clarity.

They need to know:

  • where money is leaking,

  • where margin is hiding, and

  • which decisions actually move profit and cash.

This workshop is designed to give you that clarity FAST.

Over five focused days, you’ll learn how to read your financials like a CFO, identify the biggest financial wins inside your existing business, and build a simple system you can use long after the workshop ends.

This isn’t theory. It’s practical, applied, and built around real business decisions.

If it doesn’t deliver real financial value to your business, you don’t pay. Guaranteed.

What you’ll learn

Learn how to analyze your numbers and ultimately make smarter decisions that increase profits and put more cash in your pocket.

  • Understand how cash gets tied up in receivables, inventory, labor timing, and overhead

  • Learn how payment terms and growth can quietly drain cash

  • Identify the fastest fixes for your business

  • Identify 3–7 margin leaks most owners never see

  • Learn where pricing, cost structure, or efficiency is holding profits back

  • Focus on changes that actually move the needle

  • Diagnose why cash feels tight—even when revenue looks good

  • Learn what to change this week vs. what can wait

  • Stop relying on gut feel or bank balance alone

  • Cut through dashboard noise and vanity metrics

  • Identify the few KPIs that truly drive results

  • Build confidence in what you track (and why)

  • Create a clear, personalized ROI roadmap

  • Prioritize actions with the highest financial impact

  • Know exactly what to work on next

Learn directly from Kurtis

Kurtis Hanni

Kurtis Hanni

Owner of Bison CFO, with 15+ years experience as SMB CFO

Who this course is for

  • Business owners who know money (profit) is being left on the table and want to stop losing money to preventable financial mistakes.

  • Business owners who feel like their business is working, but the bank account doesn't show it.

  • Business owners who are tired of guessing and want financial answers, so that their business rewards them, not drains them.

What's included

Kurtis Hanni

Live sessions

Learn directly from Kurtis Hanni in a real-time, interactive format.

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Q&A Time

Get to ask your specific questions during the session or via the community.

Maven Guarantee

This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.

Course syllabus

5 live sessions • 14 lessons • 5 projects

Week 1

Jan 19—Jan 23

    LESSON 1: Understand How Money Flows Through Your Business

    • Jan

      19

      Understand How Money Flows Through Your Business

      Mon 1/197:00 PM—8:30 PM (UTC)
    7 more items

    LESSON 2: Find the Levers that Drive Profit

    • Jan

      20

      Find the Levers that Drive Profit

      Tue 1/207:00 PM—8:30 PM (UTC)
    2 more items

    LESSON 3: Fix Your Cash Flow

    • Jan

      21

      Fix Your Cash Flow

      Wed 1/217:00 PM—8:30 PM (UTC)
    2 more items

    LESSON 4: Make It Measurable

    • Jan

      22

      Make It Measurable

      Thu 1/227:00 PM—8:30 PM (UTC)
    2 more items

    LESSON 5: Build the Plan

    • Jan

      23

      Build the Plan

      Fri 1/237:00 PM—8:30 PM (UTC)
    6 more items

Free resource

5-minute Finacial Review Cheat Sheet cover image

5-minute Finacial Review Cheat Sheet

Quit making financials complicated. in this cheat sheet, I break down the key elements that will allow you to analyze your financials efficiently.


This is a great way to do quick analysis and move on to other things. It'll also give you a peak into what you'll be learning in the course!

Schedule

Live sessions

7 hrs

Live, working sessions focused on your numbers. Each session has teaching and time for you to apply it to your business. You'll ends with clear takeaways you can apply immediately, so by the end of the week, you’ll have clarity on what matters, what to ignore, and what to do next.

    • Mon, Jan 19

      7:00 PM—8:30 PM (UTC)

    • Tue, Jan 20

      7:00 PM—8:30 PM (UTC)

    • Wed, Jan 21

      7:00 PM—8:30 PM (UTC)

Async content

10 hrs

Short, focused lessons you can watch on your schedule. These go deeper on concepts so live time stays practical, interactive, and decision-focused.

Fillable Worksheets

1 hr

During each session we'll have fillable worksheets so that you can follow along and "do the work." These will be the foundation to the application during and after the cohort.

Frequently asked questions